Core Viewpoint - ACM Research's Q4 2025 financial results showed a significant decline, leading to a 17% drop in stock price, which alters the risk/reward dynamics for the company in the semiconductor equipment sector [1]. Financial Performance - The stock price was previously at $39.79 before the earnings report, indicating a notable shift in market perception following the disappointing results [1]. Market Analysis - The company is characterized as a fast-growing supplier in the chip equipment industry, suggesting potential for future growth despite current challenges [1].

美国三大股指收盘涨跌不一，英伟达跌超 5% 周四（2 月 26 日），美国三大股指收盘涨跌不一，道 指涨 0.03%，标普 500 指数跌 0.54%，纳指跌 1.18%。 万得美国科技七巨头指数跌 1.87%，英伟达跌超 5%， 特斯拉跌逾 2%。纳斯达克中国金龙指数跌 1.78%，盛 美半导体跌超 16%，百济神州跌逾 8%。 新闻精要 1. 商务部回应近期将举行的第六轮中美经贸磋商 国内市场综述 探底回升 走势分化 周四（2 月 26 日）大盘探底回升，走势分化。截至收 盘，上证综指收于 4146.63 点，下跌 0.01%；深成指 收于 14503.79 点，上涨 0.19%；科创 50 上涨 0.85%； 创业板指下跌 0.29%，万得全 A 成交额共 25566 亿元， 较前一日继续上升。 行业方面，30 个中信一级行业有 11 个上涨，其中通 信、电子及国防军工涨幅居前，而房地产、非银行金 融及消费者服务则跌幅较大，概念方面，电路板、光 电路交换机及覆铜板等指数表现活跃。 海外市场综述 2. 央行发布《关于银行业金融机构人民币跨境同业融 资业务有关事宜的通知》 3. 离岸人民币对美元升破 6.8 ...

ACM Research, Inc. ( ACMR ) just reported quite a disastrous end to the year if you look at how the company’s shares reacted. I don’t think such a drop was justified, but the profitability declines areMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosu ...

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ACM Research, Inc. (ACMR) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -35.90%. A quarter ago, it was expected that this company would post earnings of $0.47 per share when it actually produced earnings of $0.36, delivering a surprise of -23.4%.Over the last four quarters, the comp ...

Shipments declined versus the prior year. McKechnie said fourth quarter shipments were $228 million, down 13.5%, and full-year shipments were $854 million, down 12.2%. Management attributed the decline to a difficult comparison against 2024 (when shipments rose 63% year over year) and some new-product shipments pushed into 2026. Wang added that ACM expects 2026 shipment growth to be higher than 2026 revenue growth.By segment, McKechnie said fourth quarter revenue from single wafer cleaning, Tahoe, and semi- ...

ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsDavid Wang - CEOMark McKechnie - CFOSteven Pelayo - Managing DirectorConference Call ParticipantsCharles Shi - Managing Director and Senior AnalystEdison Lee - Head of China/HK Tech, Telecom, and Software Research and Senior Equity AnalystJun Hong - Executive Director and Equity Research AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and f ...

ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker5Good day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and fiscal year 2025 earnings conference call. Currently, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. Instructions will follow at that time. As a reminder, we are recording today's call. If you have any objections, you may disconnect at this time. I will turn the cal ...

Supplemental Investor Presentation Earnings Release – Fourth Quarter and Fiscal Year 2025 February 26, 2026 Forward-Looking Statements. Certain statements contained in this presentation are not historical facts and may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "plans," "expects," "believes," "anticipates," "designed," and similar words are intended to identify forward-looking statements. Forward-looking statements are based on ACM ...

Core Insights - ACM Research, Inc. has received multiple advanced packaging equipment orders from leading global semiconductor and technology customers, indicating a significant expansion of its advanced packaging platform and customer base [1][2]. Group 1: Company Developments - The recent orders highlight ACM's leadership in wafer-level advanced packaging equipment and the extension of its technologies into panel-level applications, reflecting growing industry recognition [2][3]. - ACM's commitment to innovation is emphasized, aiming to meet the increasing demands for process and yield requirements in semiconductor manufacturing [3]. Group 2: Product Offerings - The orders include wafer-level advanced packaging systems that encompass various solutions such as coating, developing, wet etching, stripping, cleaning, and electroplating, showcasing the international adoption of ACM's process technologies [4]. - A notable order is for ACM's Ultra C vac-p panel-level vacuum cleaning system, designed for advanced fan-out panel-level packaging, which enhances residue removal efficiency and process uniformity [5]. Group 3: Market Trends - The semiconductor industry is accelerating investments in scalable, high-performance manufacturing solutions to support applications in artificial intelligence (AI), high-performance computing (HPC), and data centers, with panel-level packaging gaining traction due to its scalability and cost efficiency [3].